Moderate Allocation Fund AVGO Holdings History
Moderate Allocation Fund's Broadcom Inc Holding Summary
As of 2026-06-30, Moderate Allocation Fund held 4,855.00 shares of Broadcom Inc(AVGO), totaling $1.83 Mil. This investment constitutes 2.26% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Broadcom Inc(AVGO) stock.
The initial trade took place in 2019Q3. And since then Moderate Allocation Fund has made 11 purchases of AVGO, at an average price of $93.22, for a total of 40,812.00 shares. In addition, there have been 11 sales at an average price of $96.88 for 35,957.00 shares. Based on historical transaction data and AVGO's current price of $368.45, Moderate Allocation Fund's estimated gain on his AVGO holdings is $1.47 Mil, reflecting a 38.57% gain to date.
Moderate Allocation Fund AVGO ($368.45) Holding Chart
Moderate Allocation Fund AVGO ($368.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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